Retirement Plan Services
Our advisors understand that delivering first-class service while creating the optimal environment for clients and their employees to reach a dignified retirement is paramount. They also recognize the difficulty in managing the breadth of resources necessary to do so in house is sometimes cumbersome. GRPAA advisors take advantage of our various retirement plan resources to ensure these goals are met effectively and efficiently, saving both you and your clients time and money.
Investment Due Diligence & Plan Reporting
Our advisors have direct access to a team of research analysts and resources that help support and broaden your capabilities and deliverables. GRPAA advisors can leverage custom commentary, fee benchmarking, RFP support, centralized 3(38) services, and defined benefit plan optimization and stable value analysis tools that help set you apart from the competition.
Retirement Advisors Edge
Save time, money, and headaches while offering more value through our Retirement Advisors Edge program. Create efficiencies by reducing the number of relationships to manage, taking advantage of discounted pricing, gaining access to better provider service models and unique investment options, and both 3(38) and 3(16) services for your retirement plans. These features come as a result of GRPAA’s national footprint, creating size and scale that provides a commitment from service providers to offer exclusive “nation’s-best” offerings to our advisors and their clients.
Marketing & Lead Generation
GRP Advisor Alliance publicizes our member firms through both digital and print media, advertising on a national scale. We partner with industry-leading organizations such as PLANSPONSOR and PLANADVISER Magazines to host live webcasts that feature our advisors and cover relevant and meaningful content to different audiences.
GRPAA also provides access to multiple lead generation services that include modern marketing solutions for the digital age. Growing revenue and market share in today’s technology-dependent competitive environment requires the ongoing use of technology, value added content and best practices to promote your brand and gain sales efficiency in this modern digital economy.